PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$4.13M
3 +$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1 +$5.33M
2 +$5.19M
3 +$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$3K ﹤0.01%
+61
402
$3K ﹤0.01%
+500
403
$3K ﹤0.01%
+256
404
$2K ﹤0.01%
+37
405
$2K ﹤0.01%
+152
406
$1K ﹤0.01%
+20
407
$1K ﹤0.01%
+125
408
$1K ﹤0.01%
+54
409
$1K ﹤0.01%
+14
410
-1,320
411
-5,047
412
-1,708
413
-5,769
414
-3,849
415
$0 ﹤0.01%
+14
416
-10,200
417
-7,803
418
-2,238
419
-7,500
420
-200
421
-2,740